下游未有实质性好转 玻璃持续反弹力度或有限

Group 1 - The glass futures market is experiencing a volatile upward trend, with the main contract opening at 1069.00 CNY/ton and reaching a high of 1092.00 CNY, reflecting an increase of approximately 2.06% [1] - According to Wukuang Futures, glass supply remains stable with resilient demand, leading to a continuous decline in inventory and a price level at historical lows, which strengthens cost support [1] - Hualian Futures notes that there were no new production line activations or repairs last week, and the operating rate and weekly output of glass have slightly increased, indicating an improvement in market sales [1] Group 2 - Ningzheng Futures indicates that the current daily melting capacity of float glass enterprises is stable, but terminal demand remains weak, with insufficient orders from downstream processing enterprises [2] - The glass market in East China is operating steadily, with most companies maintaining stable prices for sales, as there has been no substantial improvement in downstream orders [2] - The forecast for the September glass contract suggests short-term fluctuations, with support expected around the 1070 CNY level, recommending a wait-and-see approach or short-term buying on dips [2]